Corient Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Corient Private Wealth’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.2M	Sell	93,146 -102,618	-52%	-$23.7M	0.03%	401
2025 Q4	$50.4M	Buy	195,764 +152,210	+349%	+$40.3M	0.03%	360
2025 Q3	$13.5M	Sell	43,554 -21,320	-33%	-$6.43M	0.02%	466
2025 Q2	$20.8M	Sell	64,874 -9,763	-13%	-$3.22M	0.03%	388
2025 Q1	$25.8M	Sell	74,637 -9,301	-11%	-$2.94M	0.04%	347
2024 Q4	$23.8M	Buy	83,938 +10,167	+14%	+$2.96M	0.04%	360
2024 Q3	$20.8M	Sell	73,771 -29,234	-28%	-$8.24M	0.03%	414
2024 Q2	$26.7M	Buy	103,005 +30,339	+42%	+$7.53M	0.05%	332
2024 Q1	$18.2M	Buy	72,666 +11,417	+19%	+$2.74M	0.03%	414
2023 Q4	$13.8M	Buy	61,249 +9,701	+19%	+$2.3M	0.03%	460
2023 Q3	$11.8M	Buy	51,548 +640	+1%	+$143K	0.03%	447
2023 Q2	$11.2M	Sell	50,908 -1,787	-3%	-$372K	0.03%	455
2023 Q1	$10.1M	Buy	52,695 +12,025	+30%	+$2.28M	0.03%	433
2022 Q4	$7.67M	Buy	+40,670	New	+$7.61M	0.03%	412

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's AJG Position: Q1 2026 in Review

Corient Private Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 52% in Q1 2026, selling an estimated $23.7M and leaving 93,146 shares worth $20.2M. The position accounts for 0.03% of the portfolio, ranked #401.

Corient Private Wealth first reported a position in AJG in Q4 2022 and has held it in 14 quarters since. The position peaked at $50.4M in Q4 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Corient Private Wealth held 93,146 shares of Arthur J. Gallagher & Co worth $20.2M as of Q1 2026.
Corient Private Wealth sold 102,618 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $23.7M.
Arthur J. Gallagher & Co made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #401 holding.
Corient Private Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Arthur J. Gallagher & Co position peaked at $50.4M in Q4 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.